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TRANSCRIPT
Introduction to Logic Modeling and Sustainability Planning
Sustainability Learning Collaborative
June 8, 2017
Agenda
I. Introductions and Overview of the Finance Project
II. State Case Study Presentations NEBRASKA, Sharon Johnson, Nebraska Lifespan Respite Network PENNSYLVANIA, MaryJo Alimena Caruso, Pennsylvania Respite
Coalition MASSACHUSETTS, Amy Nazaire, MA Lifespan Respite Coalition
I. Case Study Discussions Learning Collaborative Members
II. Sharing Helpful Resources Susan Janko Summers
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Amy Korstvedt Nazaire
ARCH/Finance Project Sustainability Planning Tools
Finance Project/ARCH Tools: Each state Lifespan Respite agency grantee received one Finance Project Sustainability Workbook that included step-by-step training modules and worksheets. If you don’t have access to the Workbook, you can access other documents and links to Finance Project training webinars and teleconferences that provide the basic concepts, the worksheets that are included in the Finance Project Workbook, and supplementary materials. https://lifespanrespite.wildapricot.org/Sustainability_Tools/#Toolkit
Exemplar State Sustainability Planning Team Documents: Eight states participated in the ARCH initiative in which they received technical assistance from the Finance Project. Some of the documents that resulted from the sustainability planning teams are shared here. https://lifespanrespite.wildapricot.org/Exemplar-States-for-Sustainability
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Lessons Learned from the Finance Project’s TA Initiative
Sustaining Lifespan Respite Systems: Lessons Learned and Practical Applications with a Checklist for Success
https://lifespanrespite.wildapricot.org/resources/Documents/Grantee_Symposium_2016/Handouts/Sustaining_Checklist_web.pdf
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Sustainability Planning: Pennsylvania’s Experience
Developed a broad based group of stakeholders to serve on a
Lifespan Respite Advisory CouncilPartnered with the state
U.C.E.D.D.
Piloted the use of vouchers Collected data and reported on both trends and recommendations
Lifespan Respite Grantee 2011-2014
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Implementation
During the grant implementation, the State Agency, ADRC, Lifespan Respite Advisory Council, and PA Lifespan Respite Coalition identified activities and possible other stakeholders / partners:
• Developmental Disabilities Council (DDC)
• Community Based Child Abuse Prevention State Lead (CBCAP)
• Special Kids Network / Children with Special Healthcare Needs
Continuous Quality
Improvement
Feedback loop for Vouchers
Engagement of additional
activities outside of the original grant structure
Focus groups
Expanding the stakeholders / coalition to include•Faith community•Grassroots groups•Squeaky wheels
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Why Sustainability Planning was Important
ThreatsPolitical & Policy Shifts
Legislative changes
Staff turnover
Personality/ Goal
differences“Who’s in Charge”
Timelines and timeliness:
change takes time
Moving beyond the conversation /
funding
“We don’t need outside help”
mentality
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Working with the Finance Project Resources
Facilitated and Independent Opportunities to be thoughtful and planful using Pennsylvania people, data and resources:
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What Did We Learn
Change takes timeYou may not have
all / the right people at the table
This sustainability planning activity is not / should not be
a one shot deal
In retrospect identifying and
working with the key players over a
longer period of time would have
helped
Our group of stakeholders did not let the planning limit
or define future activities and goals
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What did we gain?
A roadmap of specific strategies and identified opportunities leading to the desired outcomes
The benefit of revisiting (and updating) the logic model and coalition checklist
Other funders / departments coming to the table with tangible resources Dept. of Health funding of TakeFIVE: 25 faith and community
organizations trained to provide volunteer respite using an evidence based model
Higher Education efforts to create multigenerational models A funding source cross age / cross disability slated for FY18 Respite an identified priority in statewide campaigns (example:
#FamilyFirstPA )
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Helping People Live Better Lives.
ARCH Sustainability Learning Collaborative - Nebraska
Helping People Live Better Lives.
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Cheri Hayes, Finance Project consultingMarch 1, 2015 until August 31, 2015
Exemplar State Sustainability Planning Grant
Helping People Live Better Lives.
Help DHHS staff draft, refine and finalize a statewide sustainability plan by July 31, 2015 for the Lifespan Respite Program to be presented to Lifespan Respite Network contractors and community partners statewide as a model for the development of complementary local level plans.
A. Desired statewide respite care ultimate and interim outcomes, including those related to employers;
B. Strategies and activities for achieving these outcomes;
C. Financial projections of the state-level cost of implementing these strategies and activities, including a gap analysis that highlights the difference between expected funding and total funding needed;
D. Projections of state-level non-monetary resources needed to successfully implement these strategies and activities, including a gap analysis that highlights the difference between expected support and total needed non-monetary resources; and
E. Plans for generating needed funding and other non-monetary resources to fill the gap, including engaging corporate and non-profit businesses/employers as partners.
Helping People Live Better Lives.
A. Participate in four (4) conference calls between March 3, 2015 and April 21, 2015 to develop a draft state-level sustainability plan for the Nebraska Lifespan Respite Program;
B. Produce a fully-developed logic model to guide the initiative;
C. Assist in conducting a financial analysis of anticipated state-level costs related to implementing strategies and activities outlined in the sustainability plan (based on data and information gathered and provided by DHHS staff);
D. Assist in conducting an analysis of non-monetary resources needed to implement strategies and activities outlined in the sustainability plan (based on data and information gathered and provided by DHHS staff);
E. Assist in identifying and prioritizing strategies for generating the required state-level funding and other resources required to support Lifespan Respite Network contractors and local partners and help them engage corporate and non-profit businesses/employers as partners (based on data and information gathered and provided by DHHS staff); and
F. Assist DHHS staff in developing a full draft narrative sustainability plan for review.
The contractor will perform the following tasks to help DHHS staff complete the draft sustainability plan so that it is ready for review and comment by Lifespan Respite Network contractors and community partners across the state:
Helping People Live Better Lives.
A. Participate in up to two (2) conference calls with DHHS staff between March 1 and May 31, 2015 to plan the training;
B. Assist DHHS staff in developing presentation and training materials;
C. Assist DHHS staff in developing forms for gathering feedback on the draft state-level plan that can inform the revision and refinement process; and
D. The workshop training and presentation/training materials will be based on The Finance Project's copyrighted Sustainability Planning Workbook and field-tested resources. The Contractor will be able to use these proprietary intellectual resources for the statewide training. Any reproduction or further use of these materials without a licensing agreement between The Finance Project and the Nebraska Department of Health and Human Services is expressly prohibited.
The initial draft plan will be introduced to local lifespan respite grantees at a statewide conference in June 2015. The Contractor will:
Helping People Live Better Lives.
A. Participate in two (2) conference calls with DHHS staff to 1) review all comments and suggestions and agree on needed revisions to the draft sustainability plan; and 2) review and approve the final revised sustainability plan; and
B. Assist DHHS staff in completing all necessary drafting, revisions and refinement of the initial draft plan by July 30, 2015, so it is ready for submission to the federal Administration on Aging (AOA) by August 31, 2015.
This draft plan will be presented by the Contractor and reviewed at a statewide conference in June 2015. Based on comments and suggestions from the review, the draft will be revised and refined. The Contractor will:
Helping People Live Better Lives.
Sustainability Planning Accomplishments
Sustainability process incorporated into statewide respite infrastructure
Emphasis on local level implementation of tools
Training
Incorporated into all respite contracts (documents revised annually)
Work Plan (Goals / Major Outcomes / Objectives / Strategies / Outcome Measurement / Evaluation Criteria)
Logic Model (What to be Sustained / Vision and Ultimate Results / Interim Results –Conditions & Causes / Strategies & Activities / How to Measure Progress / Indicators & Performance Measures
Sustainability Plan (Finance Project template)
Demonstrate evidence of implementation of sustainability planning initiatives
Sustainability Funding beyond contract dollars (Leveraging funding)
Reporting of In-Kind Contributions
Local Marketing and Communication Plan (Statewide Strategic Marketing Plan)
Helping People Live Better Lives.
Sustainability Planning Key Elements in Place
Vision
State Statutes
Results Orientation
Current Evaluation
Respite Data
Measureable Outcomes
Strategic Financing
Tobacco Cash Settlement Funds
In-Kind Contributions
Generating New Sources
Helping People Live Better Lives.
Sustainability Planning Key Elements in Place
Broad Base of Community Support
Local Advisory Committees
Collaboration Partners (Public, Private / Volunteer)
Engaging Stakeholders (families, providers, employers, community partners & advocates)
Key Champions
Marketing & Outreach
Adaptability to Changing Conditions
Provider Issues
Lifespan Respite Subsidy utilization / HCBS Waiver changes / LTC Redesign
Funding cuts
Helping People Live Better Lives.
Sustainability Planning Key Elements in Place
Strong Internal Systems
Department of Health & Human Services oversight
Nebraska Caregiver Coalition
Cross-System support at state and local levels
nrrs.ne.gov/respite, eLifespan Respite, ( @nebraskalifespanrespite)
Sustainability Plan
Local implementation and monitoring
Helping People Live Better Lives.
Sustainability Planning Goal
Complete the State Level Planning Process
Helping People Live Better Lives.
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Helping People Live Better Lives.
dhhs.ne.gov@NEDHHS@NEDHHS NebraskaDHHS
Program CoordinatorCFS, Economic Assistance – Lifespan Respite
Sharon J Johnson
402-471-1764
Modifications
Select forms prior to meeting
Outside Facilitator
”Parking Lot”
Resources for Sustainability
ARCH
Sustainability Toolshttps://lifespanrespite.wildapricot.org/Sustainability_Tools
Multiple Resources from Granteeshttps://lifespanrespite.wildapricot.org/Exemplar-States-for-Sustainability
Lessons Learned Checklisthttps://archrespite.org/images/2016_Sustainability/Sustaining_Checklist_we
b.pdf
Resources for Sustainability
ARCH
Checklist Info-Graphic for Coalition Buildinghttps://archrespite.org/images/2016_Sustainability/Checklist_infographic_web.pdf
The Finance Project Webinars and Teleconferenceshttps://archrespite.org/webinars-and-teleconferences/webinar-sustainability-planning
Learning Collaborative Members
Resources for Sustainability
PLANNING TOOLS and LOGIC MODELS
Shared Care Scotland, Sustainability: Short Breaks for the Long Term, A Step-by-Step Guide to Planning Sustainabilityhttp://www.sharedcarescotland.org.uk/wp-content/uploads/2016/11/Shared-Care-Scotland-Sustainability-Guide_WEB.pdf
MindTools SWOT Analysis Worksheethttps://www.mindtools.com/pages/article/newTMC_05.htm
W.K. Kellogg Foundation Logic Model Development Guidehttp://www.wkkf.org/resource-directory/resource/2006/02/wk-kellogg-foundation-logic-model-development-guide
Resources for Sustainability
SUCCESSION PLANNING
HR Council Canada, HR Planning, Succession Planning, HR Toolkithttp://hrcouncil.ca/hr-toolkit/planning-succession.cfm
Succession Planning for Non-Profitshttps://www.councilofnonprofits.org/tools-resources/succession-planning-nonprofits